Meet the Team

Spencer Schellenberg

Spencer is a Financial Management Advisor who has worked diligently with high-net worth investors and their families to create personalized financial plans that achieve each of their financial and non-financial objectives. He guides clients to achieve their objectives by gaining a deep understanding of their needs and offering custom strategies to meet those needs. Part of the custom strategies can include Financial, Estate, Business Succession, and Insurance Planning.

He is continually improving the client experience and the value clients receive through his daily client interactions and voluntary education. His approach has also been influenced by his experience working with half a dozen different successful advisors in the first seven years of his 16 year career at RBC Dominion Securities. Spencer graduated with Honors from the I. H. Asper School of Business in 2005 and was named Vice-President at RBC Dominion Securities in 2015.

In his free time, Spencer enjoys being active and participates in CrossFit training and riding his Harley. He also enjoys quality time with his family (wife, eight year old son, six year old daughter, and three year old son), cooking, and reading.

Lisa Riley

Lisa is passionate about helping people. Together with Spencer, she provides guidance on investment decisions and wealth management plans including how to invest for our client’s retirement and estate plans as well as for their children’s (or grandchildren’s) education. Clients appreciate her depth of caring as well as her extensive knowledge of the financial industry.

She has worked at RBC for 26 years including 13 years in management and 7 years in financial planning at RBC Royal bank. For the last 5 years, she has worked at RBC Dominion Securities with Spencer as an Associate Advisor. Lisa has completed her Personal Financial Planning (PFP) designation. Lisa graduated from Red River College’s Business Administration Program in 1991.

In her spare time she volunteers in her community, the Interlake. She enjoys gardening and completing various yard projects with her husband, Kevin, travelling and watching her 2 daughters, Brooke-Lyn (20) & McKenna (17) play hockey.

Carolyn Talbot

Carolyn has been part of Spencer’s team for 3 years this spring, 2017. She assists Spencer and Lisa to ensure clients Wealth Management goals/objectives are met through administrative tasks such as investigating and following-up on client inquiries, preparation of documents and reports, withdrawal and deposit requests, follow-up on all transactions, as well as scheduling face to face and phone meetings. To date, she has completed the Canadian Securities Course (CSC) and the Conduct Practices Handbook.

Outside of work, Carolyn loves the outdoors; prior to RBC Dominion Securities she received her Master of Science in Forest Ecology studying assisted migration of trees due to climate change. She also loves spending time with her boyfriend Edward and her 16 year old daughter, Anika.